Mowery & Schoenfeld Wealth Management’s Blackrock BLK Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$548K	Hold	570	–	–	0.75%	27
2026 Q1	$548K	Sell	570 -3	-0.5%	-$3.16K	0.84%	25
2025 Q4	$613K	Buy	573 +11	+2%	+$12K	0.89%	22
2025 Q3	$655K	Sell	562 -78	-12%	-$87.2K	1.13%	17
2025 Q2	$672K	Sell	640 -6	-0.9%	-$5.67K	1.02%	18
2025 Q1	$611K	Buy	646 +6	+0.9%	+$5.88K	1.2%	18
2024 Q4	$656K	Buy	640 +626	+4,471%	+$635K	1.28%	16
2024 Q3	$13.3K	Buy	+14	New	+$12.1K	0.02%	162

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BLK Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Blackrock (BLK) position steady in Q2 2026 at 570 shares worth $548K. The position accounts for 0.75% of the portfolio, ranked #27.

Mowery & Schoenfeld Wealth Management first reported a position in BLK in Q3 2024 and has held it in 8 quarters since. The position peaked at $672K in Q2 2025. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 570 shares of Blackrock worth $548K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its Blackrock share count unchanged in Q2 2026.
Blackrock made up 0.75% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #27 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Blackrock in Q3 2024 and has held it in 8 quarters since.
Mowery & Schoenfeld Wealth Management's Blackrock position peaked at $672K in Q2 2025.
2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.